Beaird Harris Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Beaird Harris Wealth Management, LLC
- $1.28 Billion
- Q3 2025
A detailed history of Beaird Harris Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 3,154,360 shares of DFCF stock, worth $135 Million. This represents 10.54% of its overall portfolio holdings.
Number of Shares
3,154,360
Previous 3,037,152
3.86%
Holding current value
$135 Million
Previous $128 Million
5.09%
% of portfolio
10.54%
Previous 10.8%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
442Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.89MShares$124 Million1.38% of portfolio